- 23
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DocuClipper
United States
Приєднався 24 січ 2019
DocuClipper is a software program to automatically convert any PDF statement to Excel, QuickBooks, Xero, and other apps.
How to Upload & Categorize Transactions from PDF Statements in Minutes
Get DocuClipper free trial: www.docuclipper.com/signup/
Learn More about DocuClipper: www.docuclipper.com/
Join Michael Kilner, founder of Agent CFO, as he demonstrates the incredible efficiency and time-saving capabilities of DocuClipper, a cloud-based service that converts PDF bank and credit card statements into Excel or QBO files, enabling you to reconcile and categorize your bank transactions in minutes.
Perfect for accountants and bookkeepers, DocuClipper simplifies multi-year cleanups and monthly reconciliations with just a few clicks.
In this video, Michael explains how DocuClipper has revolutionized his workflow, significantly reducing the time required to prepare financial statements for his clients. Watch the step-by-step process as he converts a sample bank statement and uploads it to QuickBooks, showcasing the accuracy and speed of DocuClipper.
Key Topics Covered:
- Introduction by Michael Kilner (Founder of Agent CFO)
- Overview of DocuClipper's Features
- Detailed Demo: Converting PDF Bank Statements
- Benefits for Accountants and Bookkeepers
- Downloading and Uploading Data to QuickBooks
- Additional Tools and Features of DocuClipper
Try DocuClipper for free: www.docuclipper.com
Learn more about Agent CFO: www.agentcfo.co
#DocuClipper #Bookkeeping #AccountingSoftware #PDFConversion #QuickBooks #Xero #CFO #RealEstateAccounting #FinancialSoftware #BankStatementConversion
Learn More about DocuClipper: www.docuclipper.com/
Join Michael Kilner, founder of Agent CFO, as he demonstrates the incredible efficiency and time-saving capabilities of DocuClipper, a cloud-based service that converts PDF bank and credit card statements into Excel or QBO files, enabling you to reconcile and categorize your bank transactions in minutes.
Perfect for accountants and bookkeepers, DocuClipper simplifies multi-year cleanups and monthly reconciliations with just a few clicks.
In this video, Michael explains how DocuClipper has revolutionized his workflow, significantly reducing the time required to prepare financial statements for his clients. Watch the step-by-step process as he converts a sample bank statement and uploads it to QuickBooks, showcasing the accuracy and speed of DocuClipper.
Key Topics Covered:
- Introduction by Michael Kilner (Founder of Agent CFO)
- Overview of DocuClipper's Features
- Detailed Demo: Converting PDF Bank Statements
- Benefits for Accountants and Bookkeepers
- Downloading and Uploading Data to QuickBooks
- Additional Tools and Features of DocuClipper
Try DocuClipper for free: www.docuclipper.com
Learn more about Agent CFO: www.agentcfo.co
#DocuClipper #Bookkeeping #AccountingSoftware #PDFConversion #QuickBooks #Xero #CFO #RealEstateAccounting #FinancialSoftware #BankStatementConversion
Переглядів: 1 387
Відео
How to import bank statements into Quicken
Переглядів 1,2 тис.7 місяців тому
This video shows how to use DocuClipper to import any bank statement into Quicken. Start you 14-day free trial here: www.docuclipper.com
How to fix Bad Date Error in DocuClipper
Переглядів 1998 місяців тому
This tutorial shows How to fix the Bad Date Error in DocuClipper
How to fix Not Reconciled Error in DocuClipper
Переглядів 3408 місяців тому
This video shows how to fix the Not Reconciled Error in DocuClipper
How to convert CSV file to QBO Web Connect
Переглядів 6908 місяців тому
This tutorial shows how to convert CSV files to QBO Web Connect using DocuClipper. Get your free trial at docuclipper.com
How to Automatically Categorize Bank Statement Transactions
Переглядів 4,3 тис.8 місяців тому
This video tutorial shows how to automatically categorize bank statement transactions using DocuClipper. Get your free trial at docuclipper.com
How to Import PDF Bank Statements into QuickBooks Desktop
Переглядів 2,2 тис.Рік тому
This video shows how to import PDF bank statements into QuickBooks Desktop using DocuClipper. Get a 14-day free trial here ▶ www.docuclipper.com/pdf-statements-to-quickbooks/ ▶ Thousands of banks from big banks to small credit unions are supported. ▶ DocuClipper works with any bank or credit card statement. Both text and scanned PDFs are supported and in a single job, you can process dozens of ...
How to Import PDF Bank Statements into QuickBooks Online
Переглядів 5 тис.Рік тому
This video shows how to import PDF bank statements into QuickBooks Online using DocuClipper. Get a 14-day free trial here ▶ www.docuclipper.com/pdf-statements-to-quickbooks/ ▶ Thousands of banks from big banks to small credit unions are supported. ▶ DocuClipper works with any bank or credit card statement. Both text and scanned PDFs are supported and in a single job, you can process dozens of s...
How to Convert PDF Bank Statements to Excel, CSV or QBO Files
Переглядів 11 тис.Рік тому
This video shows how to convert PDF bank statements to Excel using DocuClipper. Get a 14-day free trial here ▶ www.docuclipper.com/pdf-statements-to-excel/ ▶ Thousands of banks from big banks to small credit unions are supported. ▶ DocuClipper works with any bank or credit card statement. Both text and scanned PDFs are supported and in a single job, you can process dozens of statements. The sys...
How to download data and customize output format with DocuClipper
Переглядів 3,1 тис.Рік тому
This video explains how to download the converted data and customize the output format with DocuClipper. Get your free 14-day trial here: www.docuclipper.com/signup
Reconcile bank statements in DocuClipper (howto)
Переглядів 3,3 тис.2 роки тому
This video shows how to reconcile the bank statements in DocuClipper. Get a 14-day free trial here ▶ www.docuclipper.com/pdf-statements-to-quickbooks/ ▶ Thousands of banks from big banks to small credit unions are supported. ▶ DocuClipper works with any bank or credit card statement. Both text and scanned PDFs are supported and in a single job, you can process dozens of statements. The system i...
Import PDF bank statements into QuickBooks Desktop (howto)
Переглядів 4,5 тис.2 роки тому
This video shows how to import PDF bank statements into QuickBooks Desktop using DocuClipper. Get a 14-day free trial here ▶ www.docuclipper.com/pdf-statements-to-quickbooks/ ▶ Thousands of banks from big banks to small credit unions are supported. ▶ DocuClipper works with any bank or credit card statement. Both text and scanned PDFs are supported and in a single job, you can process dozens of ...
Import PDF bank statements into QuickBooks Online (howto)
Переглядів 2,3 тис.2 роки тому
This video shows how to import PDF bank statements into QuickBooks Online using DocuClipper. Get a 14-day free trial here ▶ www.docuclipper.com/pdf-statements-to-quickbooks/ ▶ Thousands of banks from big banks to small credit unions are supported. ▶ DocuClipper works with any bank or credit card statement. Both text and scanned PDFs are supported and in a single job, you can process dozens of s...
Convert PDF bank statements to Excel (howto)
Переглядів 13 тис.2 роки тому
This video shows how to convert PDF bank statements to Excel using DocuClipper. Get a 14-day free trial here ▶ www.docuclipper.com/pdf-statements-to-excel/ ▶ Thousands of banks from big banks to small credit unions are supported. ▶ DocuClipper works with any bank or credit card statement. Both text and scanned PDFs are supported and in a single job, you can process dozens of statements. The sys...
How to convert any PDF document to Excel
Переглядів 9762 роки тому
This video shows how to convert any PDF document to Excel using DocuClipper. Get a free 14-day trial here: www.docuclipper.com/signup
Create customized PDFs from Excel data
Переглядів 1,5 тис.4 роки тому
Create customized PDFs from Excel data
How to crop out the margins of a PDF document
Переглядів 4014 роки тому
How to crop out the margins of a PDF document
How to straighten a skewed PDF document
Переглядів 3,4 тис.4 роки тому
How to straighten a skewed PDF document
How to split multiple documents on a single page into one document per page
Переглядів 604 роки тому
How to split multiple documents on a single page into one document per page
Extract data and create QuickBooks invoices using DocuClipper
Переглядів 6515 років тому
Extract data and create QuickBooks invoices using DocuClipper
DocuClipper - how to extract information from W2 documents
Переглядів 8145 років тому
DocuClipper - how to extract information from W2 documents
VERY useful tutorial... Maybe update or upload new one as some headings are different now - 12 October 2024
Can we edit bank statement in this tool ?
After 5 years, you'd have gotten more viewers and even interested customers if you offered a little more than 34 seconds of some caffeinated high schooler speaking from under a pillow to demo your software in a blink, flying across the screen without even a minute's explanation. I feel even less informed now than before.
Why are your videos so blurry??! Wipe off your iPhone camera lens, man.
Another video that doesn't start at the beginning! Can you please have someone who knows how to teach do these videos? There are not very helpful when they start halfway through the process.
The software is very difficult to understand, and this blurred tutorial with its ridiculous voice doesn't clear anything up.
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- 2:30 I don't have a list when I click on the icon, I need to write categories. - I put very clear keywords like "Netflix" and it still doesn't put the transaction in that category, it puts in the "'entertainment" category that it created itself.... So far, with that price, pretty disappointed.
Hi Benoit, email us at support@docuclipper.com and we'll sort it out!
@@docuclipper2769 Don't believe this video. The feature doesn't work. Docuclipper claims that one can enter keywords to automatically assign categories to transactions. It does not work. They claim tech support responds within 48 hours, but all you get is an AI generated acknowledgment of your email with generic tips that don't address the issue you raised. I've been waiting over 5 days now for a human response addressing this issue and others, but still nothing. Here's a more accurate video showing how the feature does not work. Since their support is not providing me with any answers, I'm hoping someone else might see this and let me know if there is a way to make this work. ua-cam.com/video/y8GBmuoJ3Z4/v-deo.html
@@docuclipper2769 This software is amazing. It has saved me hours upon hours of data entry. I'm so grateful for it. There is a free trial. I suggest you check it out.
who do you select QBO!!!!!!!!
It's impossible to read because it's blurry. Very disappointing as a tutorial.
No formula within tables
Promo>SM
Excellent video! I am buying an 2018 version of Quickbooks Desktop Pro. Can I still import banking activity or do I need to upgrade to a Quickbooks subscription version to be able to utilize this feature. I was informed that May 2023 was the cut off date for banking activity imports from Desktop versions without a subscription. Can you please confirm. Thank you!
It would be better if your free trial was more accommodating and was not limited to 10 transactions.